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| Objective Capital Management LLC
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|
|---|---|
| CRD # | 156013 |
| SEC # | 801-114315 |
| CIK # | 0001924152 |
| AUM | $304.7 M (2025-03-21) |
| Employees | 8 (100% Investors, 38% Brokers) |
| Phone | 216-469-1231 |
| Address | 29325 Chagrin Blvd Pepper Pike, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fidelity Wise Origin Bitcoin Fund | 2.2 | ||
| iShares Bitcoin Trust | 2.0 | ||
| Apple Inc | 2.0 | ||
| Amazon Com Inc | 1.6 | ||
| Nvidia Corp | 1.6 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 76.8 |
| (b) Individuals (high net worth individuals) | 98 | 226.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 603 | 304.7 |
| By Discretionary | ||
| Discretionary | 590 | 288.6 |
| Non-Discretionary | 13 | 16.2 |
| Total | 603 | 304.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 304.2 | |
| Total | 603 | 304.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001924152] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Three Bearings Fiduciary Advisors Inc
✚
|
NH | 0.3 |
|
Royal Harbor Partners LLC
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|
TX | 0.3 |
|
Riggs Capital Management LLC
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|
UT | 0.3 |
|
Peachtree Investment Partners LLC
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|
0.3 | |
|
Smith W B & Co Inc
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|
0.3 | |
|
Fortress Financial Group LLC
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|
MN | 0.3 |
|
Vesta Wealth Management LLC
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|
FL | 0.3 |
|
Keyvantage Wealth LLC
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|
PA | 0.3 |
|
The Hogan-Knotts Financial Group Inc
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|
NJ | 0.3 |
|
Capstone Wealth Management Inc
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|
MT | 0.3 |